Michele Dantin is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is a part owner and director of Partek Laboratories, Inc., a private company specializing in metallurgy, metal testing, and welding certification. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market-based modeling techniques.

Kirby Rhodes III is a CFP® professional with 22 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services for over two decades before joining LPL Financial in 2024. Rhodes also operates Trinitas Wealth Management, a business related to his work with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Trent Brady is a financial advisor with LPL Financial in Houma, Louisiana, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Morgan Stanley and Callais Capital Management. Outside of his advisory work, Brady owns two small businesses, Steady Shot IP and Outdoor Sporting Products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive investment tools and a large network of advisors.

Melissa Trosclair is a Series 66 licensed financial advisor with Edward Jones in Houma, LA. She has 20 years of experience with Edward Jones, having been with the firm since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marguerite Knight is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its related entities since 2011. Outside of her advisory role, she is involved in several community and civic positions, including serving on the City of Thibodaux Board of Adjustments and presiding over the Lafourche Parish Tourist Commission. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning tools and advisory services without providing individual security recommendations within its standalone planning offerings.

Gilbert Dardar Jr. is a financial advisor with Edward Jones in Houma, Louisiana, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Edison Chouest Offshore from 2013 to 2017. He is also a director at Louisiana State Police Troop C Grant-A-Wish LA, an organization that helps organize wishes for children with terminal or life-threatening illnesses. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

April Blanton is a financial advisor with Ameriprise in Houma, Louisiana, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she participates in Leadership Terrebonne, a community program focused on local development and leadership skills. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service designed for clients approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Angela Blanchard is a financial advisor at Edward Jones in Houma, Louisiana, with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Christopher Domangue is a financial advisor with LPL Financial, holding a Series 63 designation and 22 years of industry experience. He has been with LPL Financial since 2004. Outside of advising, he serves as a non-profit board member for the Bayou Lafourche Freshwater District and performs notary public services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions and supports its advisors with research, technology, and various financial products.

Lauren Michel is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2014, with prior experience at JPMorgan Chase Bank, N.A. from 2010 to 2019. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Kassi Harrington is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. She has been with Raymond James & Associates since 2013, based in Houma, Louisiana. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Blake Bergeron Jr. is a financial advisor with Raymond James & Associates in Houma, LA, holding a Series 63 designation and 20 years of industry experience. He has been with Raymond James since 2014. Bergeron Financial LLC, an entity he established prior to joining Raymond James, remains active but non-operational. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

William Dupont is a financial advisor with LPL Financial and holds a Series 66 designation. He has three years of industry experience and has worked in various roles including positions at Nicholls State University, Louisiana State University, and SnapSports. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Dustin Le Ray is a financial advisor at Ameriprise Financial Services with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2017, following roles at Callais Capital Management, Aldridge & Valure CPA, and GNC. Outside of his advisory role, he serves as Vice President on the Board of Directors of the Chateau Severn Condominium Association. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach integrates proprietary investment research and third-party data within a managed account framework that includes specific enrollment criteria and economic disclosures.

Toby Guillory Jr. is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has previously worked at Brien Chiropractic Clinic and LA Health Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets, offers a range of advisory programs and investment strategies, and maintains a large nationwide network of financial advisors and branch offices.

Ann Summers is a CFP® with 26 years of experience in financial services, currently affiliated with LPL Financial. She has worked with LPL Financial and Synergy Bank since 2005 and previously held positions at Banc One Securities Corporation. She launched the non-deposit investment division at Synergy Bank and remains involved in its investment services operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms, supported by advanced operational tools.

Timothy Emerson is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes extensive tenure at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he operates as a public notary and has served as a university-level instructor at Tulane University. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning services.

Carroll Domangue Jr. is a CFP®-certified financial advisor with LPL Financial, where he has worked since 2004. He has 33 years of industry experience and is based in Houma, Louisiana. In addition to his advisory role, he operates Domangue and Associates, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment management programs, supported by both proprietary and third-party strategies.

Felix McElroy Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and having 44 years of industry experience. He worked at Next Financial Group Inc for 17 years before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Boudreaux Jr. is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.